SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
This Quarter Return
+4.19%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$955M
AUM Growth
+$955M
(+3.2%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
40.59%
Holding
138
New
6
Increased
23
Reduced
33
Closed
2
Top Buys
| 1 |
Corning
GLW
|
$2.43M |
| 2 |
ENDP
Endo International plc
ENDP
|
$1.76M |
| 3 |
Microsoft
MSFT
|
$1.32M |
| 4 |
JPMorgan Chase
JPM
|
$1.09M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.08M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.72M |
| 2 |
McEwen Inc.
MUX
|
$1.6M |
| 3 |
Philip Morris
PM
|
$1.16M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$853K |
| 5 |
VanEck Gold Miners ETF
GDX
|
$561K |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Industrials | 10.67% |
| 3 | Healthcare | 10.09% |
| 4 | Consumer Discretionary | 10.04% |
| 5 | Financials | 7.78% |
